Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • 3 Top-Ranked Small-Cap Blend Mutual Funds Worth Buying
    • Gold rates skyrocket to ₹1.32 Lakh/10g post Diwali; Here’s why ETFs are gaining popularity among investors right now
    • Aterian Raises New Funds to Support Mining Projects in Africa
    • Retirement funds vs property: Which is the better investment for your retirement?
    • BlackRock’s Tokenized ETFs Are Only The Beginning, CEO Says
    • Bonds rebound as government announces debt buyback
    • 3 Dividend-Paying ETFs to Double Down On Even if the S&P 500 Sells Off in October
    • Japanese bonds sink: ‘Widow-maker’ trade soars
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»Mutual Funds»Best mutual fund for SIP in 2025: This Motilal Oswal scheme delivers highest returns across 3, 5, 10 years – Money News
    Mutual Funds

    Best mutual fund for SIP in 2025: This Motilal Oswal scheme delivers highest returns across 3, 5, 10 years – Money News

    August 22, 2025


    In the midcap mutual fund category, the Motilal Oswal Midcap Fund has performed remarkably well in the long term. This fund has topped the five-year return chart in the midcap space. It has remained a consistent performer in 3 years and 10 years too.

    If we talk about SIP returns, the fund has given the best returns in the category in 5 and 10 years. At the same time, on the 3-year return chart, this fund is at number two, where Invesco India Mid Cap Fund is at the first position.

    Motilal Oswal Midcap Fund – Direct Plan is an open-ended equity scheme launched on February 24, 2014. The fund has delivered a return of 24.07% CAGR since its launch. It benchmarks NIFTY Midcap 150 TRI. The fund size is Rs 33,609 crore (as on July 31, 2025) and has an expense ratio of 0.70%. It is placed in the “Very High Risk” category.

    Motilal Oswal Midcap Fund’s 3, 5 and 10-year performance

    3 years: 29.66% CAGR (Benchmark – 22.93%)

    5 years: 34.82% CAGR (Benchmark – 27.96%)

    10 years: 18.50% CAGR (Benchmark – 17.52%)

    This performance has made the fund a reliable wealth creator in the long term.

    Motilal Oswal Midcap Fund’s SIP returns

    3 years: 28.58% CAGR (Rs 10,000/month investment now Rs 5.45 lakh)

    5 years: 30.57% CAGR (Rs 10,000/month investment now Rs 13 lakh)

    10 years: 23.75% CAGR (Rs 10,000/month investment now Rs 42 lakh)

    Motilal Oswal Midcap Fund – risk and volatility

    The fund is placed in the “Very High Risk” category. That is, there is more volatility in it. The standard deviation of the fund is 17.46%, which shows volatility. But the Sharpe Ratio (1.28) and Sortino Ratio (1.51) give good indications that investors got better returns by taking risk. The beta is 0.89, that is, it is slightly less volatile than the market. At the same time, positive alpha of 7.28 indicates that the fund manager generated higher returns than the benchmark.

    Motilal Oswal Midcap Fund portfolio

    The fund has invested in many mid-sized companies. These include Dixon Technologies (10.52%), Coforge (9.36%), Kalyan Jewellers (8.86%), Persistent Systems (8.29%), Trent (7.84%), Polycab India (5.58%), One97 Communications/Paytm (4.50%) and KEI Industries (4%). Most of these companies come from consumer, technology and industrial sectors.

    Summing up…

    Although Motilal Oswal Midcap Fund has given excellent returns in the last 3, 5 and 10 years, investors should not take decisions just by looking at the returns. Risk in mutual funds, fund portfolio, expenses (expense ratio) and investment period should also be kept in mind. Also, it is important to understand that past returns are not guaranteed to remain the same in the future.



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    3 Top-Ranked Small-Cap Blend Mutual Funds Worth Buying

    October 21, 2025

    Gold Stocks Are Supercharging This Forgotten Fund

    October 20, 2025

    PFI Asset Management launches 1st sponsored mutual fund PFI Cashi

    October 20, 2025
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023

    Gold rates skyrocket to ₹1.32 Lakh/10g post Diwali; Here’s why ETFs are gaining popularity among investors right now

    October 21, 2025
    Don't Miss
    Mutual Funds

    3 Top-Ranked Small-Cap Blend Mutual Funds Worth Buying

    October 21, 2025

    Risk-loving investors, who give precedence to capital appreciation along with dividend payouts, may consider small-cap…

    Gold rates skyrocket to ₹1.32 Lakh/10g post Diwali; Here’s why ETFs are gaining popularity among investors right now

    October 21, 2025

    Aterian Raises New Funds to Support Mining Projects in Africa

    October 20, 2025

    Retirement funds vs property: Which is the better investment for your retirement?

    October 20, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Planning Rs 10 crore retirement? Here’s how much SIP you need if you start at 25, 30 or 40 – Money News

    July 21, 2025

    Mumbai’s first sip and vault concept restaurant arrives in Mumbai

    August 13, 2024

    American Investment Firms Pour Billions Into Canadian Real Estate

    August 27, 2024
    Our Picks

    3 Top-Ranked Small-Cap Blend Mutual Funds Worth Buying

    October 21, 2025

    Gold rates skyrocket to ₹1.32 Lakh/10g post Diwali; Here’s why ETFs are gaining popularity among investors right now

    October 21, 2025

    Aterian Raises New Funds to Support Mining Projects in Africa

    October 20, 2025
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.